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What Is The Difference Between Customer And Order Notes?

Customer notes are about the person and stay with them for every job, like a gate code or the best time to call. Order notes are about one job, like what was quoted or what happened on site.

The Customer Notes section of a customer page, with one note and the Add a new note button.
The Customer Notes section of a customer page, with one note and the Add a new note button.

Which One to Use

Note Use it for Where it shows
Customer note Anything true for all of the customer's orders: access, pets, how they like to be contacted. The customer's page.
Order note The details and progress of one job. The order's Notes tab. The newest one also shows as Latest Note on the order and under Latest Order Notes on the dashboard.

Add a Customer Note

  1. Open the customer.
  2. Under Customer Notes, click Add a new note.
  3. Type the note and click Submit.

You can also add one in Customer Notes when you add a new customer.

Add an Order Note

  1. Open the order and click the Notes tab.
  2. Click Add a new note.
  3. Type the note and click Add note.

Both kinds of notes show who wrote them and when, and a customer or an order can have as many notes as you need.